Gregory Daco and Peter Tchir break down the employment market after the latest Jobless Claims report. “There is caution” from employers, Gregory argues: companies combing through carefully for candidates and trying to avoid raising inflation pressures by upping wages. Peter thinks weakness will show “in the next couple months.” While he’s “a little bit nervous,” he doesn’t foresee a recession yet.
Trading 360
22 May 2025
SHARE